Relationship Manager I
About The Position
We are an industry leader in corporate trust solutions providing innovative products and market expertise to our diverse client base, which includes major corporations in the private and public sectors as well as governments and institutions. With a best-in-class reputation built on our high-touch approach to client service we are looking for people to join us and be a part of our exciting future as one of the top corporate trust firms in North America. If you have a passion for customer service and sales, with a desire to be part of a globally diverse organization, then you need look no further for your next opportunity! As our Relationship Manager I, you will develop and maintain strong customer relationships for small to midsized accounts within our ABS. You will be the primary point of contact for clients and provide proactive communication and consultation. You will partner with internal stakeholders to deliver effective Corporate Trust products and services to your client(s). You will be responsible for the Relationship Management of Delaware Statutory Trusts. Asset Backed Securities (ABS) is part of Computershare Corporate Trust (CCT). ABS is a leading service provider to non-mortgage sectors, ABS provides trust services, cash and information processing, backup servicing and safekeeping to clients participating in the following markets: securitization, warehouse/conduit programs, secured financings, asset based transactions and Life Settlements.
Requirements
- Delaware relationship/client management experience. Familiarity with Delaware Statutory Trusts.
- Minimum of 4 years of financial services, corporate trust services or account management required
- Strong analytical skills with high attention to detail and accuracy
- Experience reading and interpreting complex legal documents
- Ability to work independently, proactively, innovatively, and creatively, while exercising sound judgment
Responsibilities
- This individual will be responsible for developing and maintaining strong customer relationships for large and critical/complex accounts.
- Ongoing administration of accounts in accordance with applicable documents, state and federal law, and internal policies and procedures.
- Providing primary client contact, proactive communication and consultation, and coordination with internal partners for the effective delivery of CCT products and services.
- Ensuring customer satisfaction through designing and implementing a relationship plan that meets customer needs.
- Duties include representing CCT in developing and maintaining client relationships; selling and promoting CCT products and services to existing clients.
- Contractual document review, negotiation, and management of BSA/AML activities including periodic review; manage outstanding fee receivables, negotiate the supplement/amendment process.
- Participate in in-person client visits.
- May participate in closing of deals.
Benefits
- Paid parental leave
- flexible working
- medical
- dental
- vision
- wellness reimbursement
- competitive paid time off package
- paid volunteer time
- 401k matching
- tax-advantaged flexible spending plans that include healthcare, dependent care and commuter.
- short and long-term disability benefits
- life insurance
- supplemental life insurance (single/spouse/family)
- tuition reimbursement
- cash bonus recruitment referral programs
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
